Section 3 of GPL 2 states that the company must either give the source to the user alongside the product (in which case the user has the source already), or the company must give to the user a written offer of source code. Note that if the second option is taken, the company is not obligated by the GPL itself to give the source code to the user. It is then only the written offer which obligates the company to give the source code to the user; only the written offer gives the user the right to the source code. Not the GPL itself.